In this episode (sponsored by AlexaCRM), Gus Gonzalez joins us to talk about Relationship Insights, and also remember the CRM Home button. Maybe you can’t go home, but you can listen to CRM Audio.

Topics in this episode:

  • What you need to know about Relationship Insights
  • Dynamics 365 App Designer and when to use it
  • Relationship Insights vs Customer Insights–what is the difference (and why so much “insight?”)
  • Joel’s robot meeting scheduler
  • A sneak preview of Gus and George’s sessions at Extreme CRM conference
  • The battle of the virtual assistants


Listen below or subscribe on iTunes.

This episode is a production of Dynamic Podcasts LLC.